Flagship Wealth Advisors, LLC

RIASEC RegisteredEst. 2017

Total AUM

$749M

Discretionary

$732M

98% of AUM

Avg account

$979K

Accounts

765

Employees

Advisory reps

Firm details

Headquarters: Wakefield, Massachusetts
CRD number: 131962
Registered since: November 2, 2017
Website: flagshipwealthadvisors.com
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI89.32%
Individuals10.08%
Pension & Profit Sharing Plans0.59%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Flagship Wealth Advisors, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2017. The firm is owner-operated and serves both individual/family and institutional clients. Its primary advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. Fee arrangements are a mix of asset-based fees and hourly billing. The firm also operates as a registered representative of a broker-dealer and provides accounting services. Flagship identifies itself as an active ESG investor and is not positioned as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Public Funds/Mutual Funds64%
Exchange Traded Equities19%
State & Local Bonds11%
Cash & Cash Equivalents3%
US Government Bonds2%

Contacts

3 of 9

Scott Facchetti
Certified Financial Planner and Investment Advisor RepresentativeCRD 4298919
Richard Joyal
PrincipalCRD 2381353
Barbara Reed
Wealth Manager AdvisorCRD 5615575